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Luxury & Affluent Consumer

Luxury sells scarcity and heritage rather than utility, which lets prices rise faster than costs. Demand concentrates in a narrow band of very wealthy customers and in a few travelling nationalities.

40 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1201	NC NewSquare Capital Newtown Square, Pennsylvania	$5K	$0	1	0%	Maintained
1202	AIM Advantage Investment Management Cedar Rapids, Iowa	$4K	$0	3	0%	Maintained
1203	BWA Burt Wealth Advisors North Bethesda, Maryland	$4K	-$28.7K	1	0.01%	Reduced
1204	DA Dunvegan Associates Santa Barbara, California	$4K	$0	1	0%	Maintained
1205	RA Rational Advisors Huntington, New York	$4K	$0	1	0%	Maintained
1206	Waverly Advisors Birmingham, Alabama	$4K	$0	1	0%	Maintained
1207	RWM Raffa Wealth Management Washington, District of Columbia	$3.8K	-$503	5	0%	Reduced
1208	AWS Aris Wealth Services State College, Pennsylvania	$3K	$0	1	0.01%	Maintained
1209	BKA Brick & Kyle Associates Newtown, Pennsylvania	$3K	-$656K	1	0%	Reduced
1210	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$3K	+$3.35K	2	0%	New
1211	HCM Horrell Capital Management Little Rock, Arkansas	$3K	$0	1	0%	Maintained
1212	LWA Lowe Wealth Advisors Columbia, Maryland	$3K	$0	1	0%	Maintained
1213	SA SRH Advisors Salina, Kansas	$3K	$0	2	0.02%	Maintained
1214	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$2K	$0	1	0%	Maintained
1215	HCM Highlander Capital Management Short Hills, New Jersey	$2K	$0	1	0%	Maintained
1216	LNB Ledyard National Bank	$2K	$0	1	0%	Maintained
1217	EMA Efficient Market Advisors San Diego, California	$1K	+$556	1	0%	New
1218	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$1K	$0	1	0%	Maintained
1219	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$422	$0	1	0%	Maintained
1220	AGA Accuvest Global Advisors Provo, Utah	$0	-$675K	0	–	Closed
1221	AP Advisor Partners Walnut Creek, California	$0	-$235K	0	–	Closed
1222	AIA Affinity Investment Advisors Newport Beach, California	$0	-$3.47M	0	–	Closed
1223	Allstate Corporation Northbrook, Illinois	$0	-$2.26M	0	–	Closed
1224	AGM Alpine Global Management New York	$0	-$1.44M	0	–	Closed
1225	ACM Americafirst Capital Management Roseville, California	$0	-$1.32M	0	–	Closed